What are people hoping for. I've included my base case where anything above I think would be good, and anything
Q4 revenue ($93m) and CY2024 revenue ($345m) (Midpoint)
CY2025 guidance: North American Daybue Revenue 400bn+ (15%+)
I think a slightly lower figure for Q4 may be okay provided the guidance/outlook is positive. I think a result of <91m for Q4 paired with a <370m for the full year 2025 could be poorly taken. I think a positive suprise would be >$93m for Q4 and >$400m for 2025 Daybue sales. 400m sales for Daybue is 15% growth in North America which might not seem like much but given Acadia's 1bn+ sales revenue and the analyst expectation of 1.05bn there's no positive expectations baked in at all, given Nuplazid is at a $600bn run rate and even if it grows 5% (630m) that only leaves 370m+ sales of Daybue to get to 1bn+ which is 7.25% YoY growth. Let's hope Acadia are internally looking for 1bn+ but aiming for 1.1m~ revenue for the full year combined Daybue and Nupazlid.
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